Wealth Workshop: Three Things You Should Know About Your Investments

We invite you to join us for lunch and a workshop presented by CERTIFIED FINANCIAL PLANNER™ Professionals. Is your investment strategy working for you? Here’s a chance to learn what to look for, optimize your investments so that they support your financial freedom, and learn from real-life examples.

This workshop includes information on the following topics:

• 3 things you should know about your investments
• Factor-based investing vs. Active investing
• How to evaluate the success of your investments
• Short-term tactics vs. long-term strategy